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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $51,597 |
Service code 27 · EIN 23-0731260 | Advisory (Plan) | $20,534 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,899 | $41,151-24.9% | $80,648-61.7% | $71,529-56.8% |
| Participation rate | 94.0% | 50.2%+43.7pp | 67.0%+27.0pp | 67.9%+26.0pp |
| Annual return | 17.59% | 38.49%-20.9pp | 937.21%-919.6pp | 28.97%-11.4pp |
| Employer contribution / active EE | $2,510 | $1,513+65.8% | $2,724-7.9% | $2,590-3.1% |
| Participant deferral / active EE | $5,975 | $2,700+121.3% | $4,443+34.5% | $4,291+39.2% |
| Admin fee / account holder | $169 | $1,842-90.8% | $5,382-96.9% | $1,588-89.3% |